Difference between revisions of "Premium Volume (disambiguation)"
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(Created page with "{{disambig}} '''Premium volume''' can be expressed in two primary ways: *Current active policy production by policy using policy effective/expirati...") |
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#Select '''All Summary'''. | #Select '''All Summary'''. | ||
| − | For more information, see: [[Management Tab]]. | + | ''(The list can be exported to Microsoft Excel. Right-click the words Active Policy, and select to Copy List, then paste into an empty spreadsheet.)'' |
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| + | For more information, see: [[Management Tab]]. | ||
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=== Invoiced Production === | === Invoiced Production === | ||
*[[:Category:Invoiced Premium|Report Category: Invoice Premium]] | *[[:Category:Invoiced Premium|Report Category: Invoice Premium]] | ||
*[[Report: Invoice Register]] | *[[Report: Invoice Register]] | ||
| + | *:[[Report: Invoice Register: Agency Commission Volume by Client - Highest to Lowest]] | ||
*:[[Report: Invoice Register: Premium Volume by Client - Highest to Lowest]] | *:[[Report: Invoice Register: Premium Volume by Client - Highest to Lowest]] | ||
| − | *:[[Report: Invoice Register: | + | *:[[Report: Invoice Register: Premium Volume by Company - Highest to Lowest]] |
*[[Report: Sales Analysis]] | *[[Report: Sales Analysis]] | ||
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| + | === Third-Party Integration === | ||
| + | DataView is a premium reporting package designed to give the agency owner (or manager) a simple, reliable way to monitor and manage agency production, retention, and efficiency, with an easy-to-use Agency Dashboard. | ||
| + | |||
| + | See: [[DataView Integration]] for more information. | ||
Latest revision as of 18:44, 12 February 2016
Premium volume can be expressed in two primary ways:
- Current active policy production by policy using policy effective/expiration dates.
- Total invoiced production by invoice using the invoice date, for a specified period. (Typically month-to-date (MTD) or year-to-date (YTD))
Either report can be grouped with sub-totals by class, company, producer or more.
Active Policy Production
- Select the Management Tab.
- Select the Operator, Company, or Class tab.
- Select All Summary.
(The list can be exported to Microsoft Excel. Right-click the words Active Policy, and select to Copy List, then paste into an empty spreadsheet.)
For more information, see: Management Tab.
Invoiced Production
Third-Party Integration
DataView is a premium reporting package designed to give the agency owner (or manager) a simple, reliable way to monitor and manage agency production, retention, and efficiency, with an easy-to-use Agency Dashboard.
See: DataView Integration for more information.
